Serious Coin

Kelly Willis Green
  • 5.0 (6)
  • Society & Culture

There’s no rule book for handling wealth—and rarely do we talk about what it really means to have it, spend it, invest it, or give it away. Serious Coin is a podcast for people who want to thrive with their wealth. In candid conversations with wealth holders and their advisors, host Kelly Willis Green explores the practical, emotional, and lifestyle dimensions of affluence. As a wealth coach and former wealth marketing exec who came into affluence by marriage, Kelly brings both personal and professional insight to her conversations.

  1. 16h ago

    When Women Have More Wealth Than Their Male Partners – with Dr. Suzanne Doyle-Morris

    In today's episode of Serious Coin, I'm talking female breadwinners ... what happens when a woman earns significantly more, or brings significantly more wealth, to a relationship than her male partner. More couples are living this than ever, yet old expectations about money and provision can be slow to catch up. My guest is Dr. Suzanne Doyle-Morris, author of Female Breadwinners: How They Make Relationships Work and Why They Are the Future of the Modern Workforce. She's a Cambridge-educated speaker and executive coach to high-performing women in male-dominated fields, based in Edinburgh. For her book, she interviewed close to 30 women who out-earn their partners, and found that the money itself is only one part of the story. Watch or listen to hear what those women told Suzanne, the advice she gave one bride days before her wedding, and why your choice of partner may shape your career as much as having children. You'll come away with better language for talking about contribution, power, and money in your own relationship. Chapters 00:00 Introduction to the topic and guest Suzanne Doyle Morris 01:56 Research findings on women out-earning their partners 04:01 Personal stories of women navigating earnings and relationships 05:46 The emotional and identity challenges faced by women breadwinners 07:51 How perceptions of providing and gender roles influence relationships 10:59 The importance of open conversations and shared responsibilities 14:00 Advice for women and couples on managing wealth gaps 17:07 The role of conscious decision-making and values in partnerships 20:03 The impact of societal and cultural narratives on gender and money 23:03 Practical tips for fostering healthy financial communication 25:58 The significance of support networks and normalization 29:08 The ongoing nature of relationship dynamics and adaptability 30:49 Closing thoughts and insights from Suzanne Doyle Morris KEY HIGHLIGHTS -The rise of women earning more than their partners -Impact of wealth gaps on relationship dynamics -The role of identity and gender in financial contribution -Communication and transparency about money -Cultural and unconscious money stories -The importance of shared responsibility and values -The influence of societal expectations on gender roles -Strategies for healthy financial partnerships LINKS AND RESOURCES Suzanne's website, with her executive coaching, speaking, and books: https://www.suzannedoylemorris.com/ Suzanne on LinkedIn: https://www.linkedin.com/in/suzannedoylemorris/ Female Breadwinners: How They Make Relationships Work and Why They Are the Future of the Modern Workforce: https://www.amazon.ca/Female-Breadwinners-Relationships-Future-Workforce/dp/0956268811 ABOUT SERIOUS COIN & KELLY WILLIS GREEN Serious Coin is where I explore the stories behind wealth ... not just the numbers, but the meaning, intention, and creativity that shape how we live. I'm Kelly Willis Green, your host and wealth coach, and I believe growth comes from exploring both our outer and inner worlds. If this episode inspires you, would you leave a five-star review or share it with someone who'd enjoy these conversations? Got ideas for future episodes? Email me at seriouscoinpodcast@gmail.com. CONNECT + FOLLOW US You can find Kelly's work and content at her website: https://www.kellywillisgreen.com/ Kelly on LinkedIn: https://www.linkedin.com/in/kellywilliscanada/ Connect with us: seriouscoinpodcast@gmail.com Production by Keenlii https://www.keenlii.com

  2. Oct 7

    The Count, the Castle and a Thousand Year Legacy with Octavian Graf Pilati

    In today's episode of Serious Coin, I'm talking old European money ... what it's like to inherit a thousand years of family history, and what happens when the family fortune starts to come apart. It's a conversation about succession, stewardship, and deciding which parts of a legacy to carry forward. My guest is Octavian Graf Pilati, a member of an Austrian aristocratic family whose history reaches back a thousand years. At 25, while still finishing his engineering degree, he stepped in to manage his family's financial crisis, which ended in the sale of the family's forest land and palace. Today he runs his family's wealth management, and he writes, speaks, and consults on succession, stewardship, and preparing the next generation for wealth and responsibility. Watch or listen to hear how Octavian's father taught him financial agency, what the crisis taught him about family communication, and why he now sees himself as generation one. You'll come away with a clearer view of how to prepare heirs, and how to decide what in a legacy is worth keeping. CHAPTERS 00:00 Introduction to Octavian's Family Heritage and Wealth 03:01 School Life and Social Identity in Different Cultures 06:45 Transition to Boarding School in England 11:48 Lessons in Financial Agency from His Father 13:43 Early Investment Mistakes and Learning 15:29 Crisis Unfolds and the Call to Action 16:23 Handling Family Crisis and Internal Family Dynamics 18:53 Taking Over Crisis Management as a Young Adult 20:50 Reflections on Family Crisis and Communication 24:25 Family Legacy Assets and Stewardship Challenges 28:41 The Family Palace and Its Legacy 30:26 Rebuilding and Letting Go of Legacy Assets 33:14 Managing Family Assets and Fun in Investments 34:59 The Meaning of Aristocratic Titles and Heritage 36:12 The Family History and Its Lessons 37:20 What the Next Generation Can Add to the Family Legacy 38:01 Proud Financial Habits and Time Management 39:28 Misunderstandings About Old European Money 40:28 Money as Fuel and Responsibility 41:15 Final Reflections and Closing Remarks LINKS AND RESOURCES Octavian's website: https://www.octavianpilati.com/ The Antifragile Family, Octavian's Substack on succession, family governance, and building families that last: https://antifragilefamily.substack.com/ Octavian on LinkedIn: https://www.linkedin.com/in/octaviangrafpilati/ Octavian's article on how his father taught him about money: https://antifragilefamily.substack.com/p/the-forest-we-had-to-burn ABOUT SERIOUS COIN & KELLY WILLIS GREEN Serious Coin is where I explore the stories behind wealth ... not just the numbers, but the meaning, intention, and creativity that shape how we live. I'm Kelly Willis Green, your host and wealth coach, and I believe growth comes from exploring both our outer and inner worlds. If this episode inspires you, would you leave a five-star review or share it with someone who'd enjoy these conversations? Got ideas for future episodes? Email me at seriouscoinpodcast@gmail.com. SEASON 8 OF SERIOUS COIN IS BROUGHT TO YOU BY EXCLUSIVELY MALTA Website: https://exclusivelymalta.com/ Email: info@exclusivelymalta.com Follow: https://www.instagram.com/exclusivelymalta/ CONNECT + FOLLOW US You can find Kelly's work and content at her website: https://www.kellywillisgreen.com/ Kelly on LinkedIn: https://www.linkedin.com/in/kellywilliscanada/ Connect with us: seriouscoinpodcast@gmail.com Production by Keenlii https://www.keenlii.com

  3. 11/19/2025

    Alternative Thinking: What Women Investors Want with Barbara Stewart

    In today’s episode of Serious Coin, I’m talking women and wealth—because women globally control about $34 trillion in assets, yet are often sidelined when it comes to investing in “alts” (alternative assets). My guest is someone who wants to rewrite that story: Barbara Stewart, former portfolio manager, global researcher, and founder of Rich Thinking. Her latest report, Women & Alts: A Global Perspective, reveals a striking gender gap: men allocate roughly twice as much to alternative assets (private equity, real estate, private credit, hedge funds, etc.) as women. In our conversation, Barbara and I dig into why that gap exists, what holds women back, and how she’s working to shift the narrative. Along the way, she shares a family moment from 2009 that lit the fire behind her mission. Watch/listen to the insights Barbara shares and see how investing like the women in her research can reveal new strategies for smarter, more resilient wealth. Key Highlights: -Why “risk aware,” not “risk averse,” is a more accurate—and powerful—frame -How survey design, marketing, and access widen the gender gap -Why women’s thorough due diligence is a superpower, not a flaw -Which alternative sectors piqued women’s interest (health, femtech, defence) -The role of networks, deal flow, and invitation into alternative deals. Links and Resources: Barbara’s Women & Alts: A Global Perspective — full research report (commissioned by Kensington Capital) — available via her Rich Thinking site: barbarastewart.ca About Serious Coin & Kelly Willis Green Serious Coin is where I explore the stories behind wealth—not just the numbers, but the meaning, intention, and creativity that drive how we live. I’m Kelly Willis Green, your host and wealth coach, and I believe growth comes from exploring both our outer and inner worlds. If this episode inspires you, would you leave a five-star review or share it with someone who’d enjoy this journey? Got ideas for future episodes? Email me at seriouscoinpodcast@gmail.com. Connect + Follow us You can find Kelly’s work and content at her website: https://www.kellywillisgreen.com/ Kelly on LinkedIn: https://www.linkedin.com/in/kellywilliscanada/ Connect with us: seriouscoinpodcast@gmail.com Production by Keenlii https://www.keenlii.com

    Alternative Thinking: What Women Investors Want with Barbara Stewart

  4. 11/12/2025

    Dubai: Why It’s The World’s Fastest Growing Millionaire Hotspot with Philippe Amarante

    In today’s episode of Serious Coin, I learn why Dubai is suddenly being talked about everywhere—and why it’s attracting the highest inflow of millionaires globally. Something’s happening beneath the headlines, and I was so curious to learn more about it. Joining me is Philippe Amarante, Managing Partner at Henley & Partners (Middle East). His firm publishes The Henley Private Wealth Migration Report 2024, which highlights Dubai and the UAE as top destinations for global wealth flows. From his base in the city, Philippe has a front-row seat to the surge of capital choosing the UAE. We explore what’s fueling the trend—who’s moving, what they're seeking, what they’re giving up, and whether it marks a new paradigm for how wealthy families think about home. Tune in to learn why Dubai is commanding attention and how Philippe sees this migration shaping the future of capital. Key highlights -Why the UAE attracted 6,700+ millionaires in 2024—more than any other country. -What “tax-light” does and doesn’t mean in real life—the costs behind the appeal. -How Dubai’s safety, governance, and growth mindset amplify its gravitational pull. -What lowered Golden Visa thresholds and faster residency paths are doing to accelerate inflows. -The cultural mix in a city where expats outnumber locals—and what that means for community. Links & resources The Henley Private Wealth Migration Report 2024—full data, methodology, and global trends https://www.henleyglobal.com/publications/henley-private-wealth-migration-report-2024 “The UAE: A Strategic Haven for High-Net-Worth Families” (Philippe’s perspective in the report) https://www.henleyglobal.com/publications/henley-private-wealth-migration-report-2024/uae-strategic-haven-high-net-worth-families Henley’s wealth migration dashboard & interactive country flows https://www.henleyglobal.com/publications/henley-private-wealth-migration-report-2024 About Serious Coin & Kelly Willis Green Serious Coin is where I explore the stories behind wealth—not just the numbers, but the meaning, intention, and creativity that drive how we live. I’m Kelly Willis Green, your host and wealth coach, and I believe growth comes from exploring both our outer and inner worlds. If this episode inspires you, would you leave a five-star review or share it with someone who’d enjoy this journey? Got ideas for future episodes? Email me at seriouscoinpodcast@gmail.com. Connect + Follow us You can find Kelly’s work and content at her website: https://www.kellywillisgreen.com/ Kelly on LinkedIn: https://www.linkedin.com/in/kellywilliscanada/ Connect with us: seriouscoinpodcast@gmail.com Production by Keenlii https://www.keenlii.com

    Dubai: Why It’s The World’s Fastest Growing Millionaire Hotspot with Philippe Amarante

  5. 11/05/2025

    Building Inner Wealth with Dr. Fred Luskin

    In today’s episode, we’re exploring a universally relevant topic: forgiveness. Now you might be wondering, what does forgiveness have to do with wealth? In my work as a wealth coach, I often see how unresolved hurts and grievances impact our thoughts, feelings, and overall relationship with money. A few months ago, I came across a life-changing book called 'Forgive for Good' by psychologist, researcher, and longtime Stanford professor Dr. Fred Luskin. He directs the Stanford Forgiveness Project and is also the author of Forgive for Love and other works. In this conversation, Dr. Luskin offers a grounded, research-based view of forgiveness—not as surrender or forgetting, but as making peace with life and freeing up energy that’s stuck in old stories. You’ll hear how to disentangle expectations (especially around money), move through grief, and reframe your story from victim to hero—even when the past feels too heavy. Forgiveness is complicated—but today you’ll hear insights to help you live lighter with your money and emotions. Tune into this episode and see how Dr. Luskin’s strategies are tools you can start using right now to heal old wounds and bring clarity and freedom into your financial life. Key highlights -Why taking things less personally frees you from invisible debt. -How owning your emotional responses changes your power. -Why creating a positive intention flips the script on victimhood. -Ways to forgive deep hurts—even from childhood. -Why self-forgiveness might be the easiest step forward. Links and resources You can explore Dr. Luskin’s work in his bestselling books Forgive for Good and Forgive for Love, as well as tools like the Forgive for Good Recovery Workbook. He also leads workshops through the Stanford Forgiveness Projects. Find all links and resources at fredluskin.com. About Serious Coin & Kelly Willis Green Serious Coin is where I explore the stories behind wealth—not just the numbers, but the meaning, intention, and creativity that drive how we live. I’m Kelly Willis Green, your host and wealth coach, and I believe growth comes from exploring both our outer and inner worlds. If this episode inspires you, would you leave a five-star review or share it with someone who’d enjoy this journey? Got ideas for future episodes? Email me at seriouscoinpodcast@gmail.com. Connect + Follow us You can find Kelly’s work and content at her website: https://www.kellywillisgreen.com/ Kelly on LinkedIn: https://www.linkedin.com/in/kellywilliscanada/ Connect with us: seriouscoinpodcast@gmail.com Production by Keenlii https://www.keenlii.com

    Building Inner Wealth with Dr. Fred Luskin

  6. 10/29/2025

    Journey into Uncharted Luxury Travel with Francesco Galli Zugaro

    In today’s episode of Serious Coin, I’m speaking to the traveller in you—because I know you’ve been to iconic destinations, had five-star experiences, and always ask the same question: “Where next?” Well, this episode might have the answer. Joining me is Francesco Galli Zugaro, founder and CEO of Aqua Expeditions. Aqua has redefined luxury and adventure through small-ship expeditions to some of the most remote and beautiful places on Earth. I spoke with Francesco about creating experiences that money alone can’t buy, how he built Aqua from the ground up, and how he thoughtfully brought his adult children into the business. Tune in to learn about your next adventure and how Francesco turned his passion for travel into a category-redefining business. Key highlights -How Francesco blended luxury with authenticity in remote regions of the Amazon, Mekong, Indonesia and more. -The art of small details that elevate guest experience. -Lessons from integrating his adult children into a growing business. -The emotional journey and strategy behind selling a majority stake. -How he thinks about “healthy risk” in business and life. Links and resources Explore Aqua Expeditions and their portfolio of cruises and river journeys: https://www.aquaexpeditions.com/ Interview with Francesco on the challenges of building a luxury brand in remote destinations: https://www.forbes.com/sites/rachelingram/2024/07/04/how-aqua-expeditions-ceo-built-a-luxury-tourism-brand-on-waters-less-explored/ About Serious Coin & Kelly Willis Green Serious Coin is where I explore the stories behind wealth—not just the numbers, but the meaning, intention, and creativity that drive how we live. I’m Kelly Willis Green, your host and wealth coach, and I believe growth comes from exploring both our outer and inner worlds. If this episode inspires you, would you leave a five-star review or share it with someone who’d enjoy this journey? Got ideas for future episodes? Email me at seriouscoinpodcast@gmail.com. Connect + follow us You can find Kelly’s work and content at her website: https://www.kellywillisgreen.com/ Kelly on LinkedIn: https://www.linkedin.com/in/kellywilliscanada/ Connect with us: seriouscoinpodcast@gmail.com Production by Keenlii https://www.keenlii.com

    Journey into Uncharted Luxury Travel with Francesco Galli Zugaro

  7. 10/22/2025

    Helicopter Parenting in a Gulfstream: How Wealth Complicates Parenting—And What to Do About It with Jessica McGawley

    Welcome back to season seven of Serious Coin. This season is packed with conversations I’m eager to share. We have lots of great episodes ahead of us. And now, for the first time, we’re coming to you via a video podcast which can be watched on YouTube and Spotify, so come check us out in video format. In today’s episode of Serious Coin, I’m talking to parents, future parents, and anyone curious about how wealth shapes identity: because kids raised in affluent families face unique emotional, social, and psychological pressures. Joining me is Jessica McGawley, founder of Dallington, a London-based advisory firm that works with ultra-high-net-worth families to raise grounded, motivated, and emotionally resilient children. Jessica and her team partner with parents and young adults (teenagers/20-somethings) to navigate the challenges unique to those raised in wealth. In our conversation, Jessica shares practical insights every parent will want to hear. Tap in to hear how to build connection, accountability, and character in children whose world often looks very different than their peers. Key highlights: -The three biggest concerns affluent parents wrestle with: entitlement, motivation, and isolation. -How to shift from guilt or over-compensation to boundaries and values. -Why kids sometimes hide their families’ wealth—and how to talk about it. -Tips for giving power and responsibility (without losing control). -How parents can model a healthy relationship with money so kids internalize it. Links & resources: Dallington: Jessica McGawley’s firm—offerings, methodology, programs for families https://www.dallington.co/ About Serious Coin & Kelly Willis Green Serious Coin is where I explore the stories behind wealth—not just the numbers, but the meaning, intention, and creativity that drive how we live. I’m Kelly Willis Green, your host and wealth coach, and I believe growth comes from exploring both our outer and inner worlds. If this episode inspires you, would you leave a five-star review or share it with someone who’d enjoy this journey? Got ideas for future episodes? Email me at seriouscoinpodcast@gmail.com. Connect + Follow us You can find Kelly’s work and content at her website: https://www.kellywillisgreen.com/ Kelly on LinkedIn: https://www.linkedin.com/in/kellywilliscanada/ Connect with us: seriouscoinpodcast@gmail.com Production by Keenlii https://www.keenlii.com

    Helicopter Parenting in a Gulfstream: How Wealth Complicates Parenting—And What to Do About It with Jessica McGawley

  8. 03/26/2025

    Breaking Barriers in Family Wealth with Simran Kang

    Is it still harder for female founders to succeed in 2025? And what if you’re a South Asian woman from an immigrant family with no background in tech, building one of the fastest-growing fintech companies? In this episode, I sit down with Simran Kang, founder and CEO of MyFO, a leading family office software solution recently recognized by Forbes and UBS. Simran shares her journey from growing up in a traditional Punjabi family in Edmonton to launching and scaling a company that’s changing how ultra-wealthy families manage their wealth. Key Highlights: The challenges Simran faced as a female, non-technical founder raising capital in the fintech space How MyFO addresses the unique needs of family offices and wealth ownersThe spending patterns and financial concerns of ultra-high-net-worth familiesLessons from her upbringing that shaped her entrepreneurial path This wide-ranging conversation offers a rare glimpse into the intersection of wealth, technology, and leadership, with insights from someone who’s breaking barriers in every sense.Links and Resources: https://myfo.tech/ Connect with Us:⁠⁠⁠ seriouscoinpodcast@gmail.com⁠⁠⁠ Serious Coin creator and host, Kelly Willis Green is a professional wealth coach to individuals who want to develop a healthier, more intentional relationship with their wealth. A Certified Money Coach since 2103, Kelly spent 25 years in wealth management as a marketing professional and came into affluence through marriage, bringing both a professional and personal perspective to her client work and her podcast conversations about wealth – its complexities, privileges, opportunities and challenges. We’ve heard from many listeners who haveenjoyed the topics we explore, which have led to rich conversations in your own lives. As you know with podcasts, listener support is essential. So please, if you’re enjoying the content, would you be kind enough to take a moment to give us a five-star rating, a review and share it within your own networks. It would mean a lot. And if there are any topics you’d like to hear about, send us a note at ⁠⁠⁠seriouscoinpodcast@gmail.com⁠⁠⁠. Thanks again for listening to Serious Coin.

    Breaking Barriers in Family Wealth with Simran Kang
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5
out of 5
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About

There’s no rule book for handling wealth—and rarely do we talk about what it really means to have it, spend it, invest it, or give it away. Serious Coin is a podcast for people who want to thrive with their wealth. In candid conversations with wealth holders and their advisors, host Kelly Willis Green explores the practical, emotional, and lifestyle dimensions of affluence. As a wealth coach and former wealth marketing exec who came into affluence by marriage, Kelly brings both personal and professional insight to her conversations.

Information

  • Creator
    Kelly Willis Green
  • Years Active
    2022 - 2026
  • Episodes
    44
  • Rating
    Clean
  • Copyright
    © Kelly Willis Green
  • Show Website
    Serious Coin

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